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Portfolio (Quarterly) Guide ↗

CHAPIN DAVIS, INC.

· CIK 0000872098
13F Portfolio $449M AUM 261 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 30 New 81 Added 78 Reduced 13 Exited
Page 2 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VZ VERIZON COMMUNICATIONS INC Communication Services 43,626.0 $2.2M 0.49% +4K +10.7% $50.20 -5.4%
22 VEU VANGUARD INTL EQUITY INDEX F 28,752.0 $2.2M 0.48% +3K +12.5% $75.10 +8.1%
23 VBR VANGUARD INDEX FDS 8,731.0 $1.9M 0.42% +287.0 +3.4% $217.26 +4.5%
24 IJH ISHARES TR 27,048.0 $1.8M 0.41% +469.0 +1.8% $67.53 +6.3%
25 JEPQ J P MORGAN EXCHANGE TRADED F 32,119.0 $1.8M 0.40% +1K +3.9% $55.52 +7.5%
26 MRK MERCK & CO INC Healthcare 14,820.0 $1.8M 0.40% +702.0 +5.0% $120.29 -4.8%
27 VTI VANGUARD INDEX FDS 5,463.0 $1.8M 0.39% +323.0 +6.3% $320.83 +12.6%
28 IVW ISHARES TR 14,112.0 $1.6M 0.36% +539.0 +4.0% $113.11 +19.4%
29 MTUM ISHARES TR 6,158.0 $1.5M 0.33% +63.0 +1.0% $239.99 +22.6%
30 PFE PFIZER INC Healthcare 51,680.0 $1.5M 0.32% +8K +17.8% $28.08 -8.7%
31 VUG VANGUARD INDEX FDS 3,278.0 $1.4M 0.32% +84.0 +2.6% $436.74 -80.2%
32 VO VANGUARD INDEX FDS 4,682.0 $1.3M 0.30% +416.0 +9.8% $287.23 -73.4%
33 CEG CONSTELLATION ENERGY CORP Utilities 4,700.0 $1.3M 0.29% +350.0 +8.1% $279.25 -7.3%
34 BMY BRISTOL-MYERS SQUIBB CO Healthcare 21,580.0 $1.3M 0.29% +1K +5.4% $60.65 -4.4%
35 C CITIGROUP INC Financial Services 10,044.0 $1.1M 0.25% +574.0 +6.1% $113.41 +6.6%
36 SHY ISHARES TR 13,642.0 $1.1M 0.25% +757.0 +5.9% $82.57 -0.7%
37 TRGP TARGA RES CORP Energy 4,490.0 $1.1M 0.25% +3K +160.0% $250.73 +10.0%
38 FCX FREEPORT MCMORAN INC Basic Materials 19,006.0 $1.1M 0.25% +255.0 +1.4% $58.78 +1.4%
39 V VISA INC Financial Services 3,613.0 $1.1M 0.24% +131.0 +3.8% $302.23 +9.3%
40 NOBL PROSHARES TR 10,206.0 $1.1M 0.24% +518.0 +5.3% $106.02 +0.7%
Page 2 of 5  ·  81 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 43.6%
Financial Services 10.8%
Industrials 9.3%
Healthcare 8.6%
Basic Materials 6.5%
Communication Services 5.8%
Energy 5.2%
Consumer Cyclical 4.3%
Consumer Defensive 3.6%
Utilities 2.3%